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Philip Otho Johnson

PHILIP O. JOHNSON & COMPANY, LTD.·TEMPE, Arizona
SIE, Series 1, Series 7, Series 24, Series 63, Series 99TOCFPClean record20 years registeredPHILIP O. JOHNSON & COMPANY, LTD.
1095 W RIO SALADO PARKWAY, TEMPE, AZ 85281-2610CRD# 846457Firm CRD# 104621

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Otho Johnson · TEMPE, AZ
Registration
CRD #846457 · PHILIP O. JOHNSON & COMPANY, LTD. · 20 years registered
Brand Profile
Not yet started
01

Career History

JOHNSON FINANCIAL ADVISORS
Dec 2005 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7
Series 24
Series 63
Series 99TO
Registration record
First registered · December 20, 2005
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PHILIP O. JOHNSON & COMPANY, LTD.
CRD 104621 · SEC 801-113449
AUM
$191M
Regulatory assets under management
Employees
3
682 client accounts
Services offered by PHILIP O. JOHNSON & COMPANY, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PHILIP O. JOHNSON & COMPANY, LTD. →
Introduction

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05

Frequently Asked Questions

What services does Philip Otho Johnson offer?
Philip Otho Johnson specializes in Financial Planning, Investment Management. Contact their office in TEMPE, Arizona for a consultation.
What are Philip Otho Johnson's credentials?
Philip Otho Johnson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Philip Otho Johnson located?
Philip Otho Johnson is based in TEMPE, Arizona, working with PHILIP O. JOHNSON & COMPANY, LTD.. Their office serves clients in the TEMPE metropolitan area and surrounding communities.
How does Philip Otho Johnson charge for services?
Philip Otho Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHILIP O. JOHNSON & COMPANY, LTD.?
PHILIP O. JOHNSON & COMPANY, LTD. has approximately 3 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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